Broker Check
<strong>Patrick Masi</strong>

Patrick Masi

Agent

150 South Warner Road, Suite 122
King of Prussia, PA 19406
P: 215-478-5012
F: 610-293-8399
patrick.masi@corioassociates.com

EMAIL PATRICK

Patrick is dedicated to alleviating his clients' financial stress, allowing them to spend less time worrying about budgeting and investing, and enabling them to spend more time doing the things they love with the people they love.

After working for several years as a health benefits broker with focus on customer care and product knowledge, Patrick opted to take his education in finance and client relations to develop a career with Corio & Associates. Patrick shares the firm's passion for helping people and core philosophy of a "protection-first" mindset, and believes that the key to accomplishing this is through education. He equips his clients not only with financial solutions, but also takes care to explain the "why" behind these solutions, ultimately empowering his clients to make good financial decisions to improve their future.

A Temple University Fox School of Business graduate, Patrick lives just north of Philadelphia in Feasterville-Trevose and enjoys spending time with his dog. He is also a fitness lover, frequenting the gym often, and playing regularly in men's soccer, softball, and flag-football leagues.

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Patrick.

Thank you! Oops!

Tools & Resources

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn More
Choose Your Own Retirement Adventure

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Learn More
Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn More
Risk Perspective

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Learn More
Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?
Learn More
What does a healthy relationship with money look like?

What does a healthy relationship with money look like?

Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.
Learn More

Patrick Masi is an agent of First Financial Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.